Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Annette? Claim Your ProfileAnnette Shanks is a financial advisor with over 20 years of experience in the industry. Annette Shanks is currently registered with Centaurus Financial, Inc. in California, Massachusetts, and South Carolina. She specializes in providing financial planning and investment advice to individuals, families, and businesses. She has a deep understanding of the financial markets and a commitment to helping her clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
CA
12/14/2022 - Present
Centaurus Financial, Inc. (San Luis Obispo CA)
CA
01/06/2015 - 12/02/2022
THE O.N. EQUITY SALES COMPANY (San Luis Obispo CA)
CA
02/16/2012 - 12/31/2014
VOYA FINANCIAL ADVISORS, INC. (SAN LUIS OBISPO CA)
CA
12/06/2010 - 02/27/2012
CAMBRIDGE INVESTMENT RESEARCH, INC. (GROVER BEACH CA)
CA
11/17/2009 - 11/19/2010
WOODBURY FINANCIAL SERVICES, INC. (SAN LUIS OBISPO CA)
NY
09/10/2001 - 11/19/2009
PARK AVENUE SECURITIES LLC (NEW YORK NY)
VA
11/17/2000 - 08/10/2001
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
IA
Issued 12/19/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/16/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/2018
Series 7 - General Securities Representative Examination
BC
Issued 11/16/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Annette Shanks is the right advisor for you? Invested Better is here to help.
